Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
12,099
+592
+5% +$90.1K 0.76% 30
2025
Q1
$1.69M Sell
11,507
-795
-6% -$117K 0.83% 30
2024
Q4
$1.59M Sell
12,302
-516
-4% -$66.6K 0.75% 27
2024
Q3
$1.75M Sell
12,818
-263
-2% -$36K 0.9% 26
2024
Q2
$1.34M Buy
13,081
+12,842
+5,373% +$1.31M 0.72% 31
2024
Q1
$21.2K Sell
239
-1,885
-89% -$167K 0.01% 106
2023
Q4
$194K Sell
2,124
-13
-0.6% -$1.19K 0.12% 65
2023
Q3
$167K Buy
2,137
+477
+29% +$37.3K 0.14% 61
2023
Q2
$139K Sell
1,660
-239
-13% -$20K 0.1% 66
2023
Q1
$167K Buy
1,899
+105
+6% +$9.23K 0.11% 76
2022
Q4
$180K Buy
1,794
+60
+3% +$6.02K 0.19% 59
2022
Q3
$160K Buy
1,734
+60
+4% +$5.54K 0.13% 65
2022
Q2
$181K Sell
1,674
-35
-2% -$3.78K 0.16% 60
2022
Q1
$213K Buy
1,709
+6
+0.4% +$748 0.12% 76
2021
Q4
$253K Sell
1,703
-996
-37% -$148K 0.14% 66
2021
Q3
$396K Buy
2,699
+2,400
+803% +$352K 0.28% 55
2021
Q2
$50K Buy
299
+60
+25% +$10K 0.04% 79
2021
Q1
$39K Hold
239
0.05% 64
2020
Q4
$35K Hold
239
0.04% 76
2020
Q3
$32K Hold
239
0.04% 76
2020
Q2
$31K Hold
239
0.04% 74
2020
Q1
$27K Hold
239
0.04% 76
2019
Q4
$35K Buy
+239
New +$35K 0.04% 76